Randall B. Kimmel
Professional summary
Randall Brian Kimmel is a registered financial advisor currently at MY MONEY MGR located in Newport Beach, California.
Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Randall has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Randall Brian Kimmel's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2023 - Present
MY MONEY MGR
September 22, 1994 - June 21, 1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
September 22, 1994 - June 21, 1995
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2023)
Exams
Current Firm
MY MONEY MGR
CRD#: 325395 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 6,000,000 |
Red Flags
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